KJHP

K.J. Harrison & Partners Portfolio holdings

AUM $699M
1-Year Est. Return 37.5%
This Quarter Est. Return
1 Year Est. Return
+37.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$9.75M
2 +$7.01M
3 +$6.92M
4
AMZN icon
Amazon
AMZN
+$5.46M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.49M

Top Sells

1 +$3.52M
2 +$2.75M
3 +$2.39M
4
EVRI
Everi Holdings
EVRI
+$2.15M
5
SBUX icon
Starbucks
SBUX
+$2.09M

Sector Composition

1 Financials 20.41%
2 Industrials 14.88%
3 Technology 14.2%
4 Consumer Discretionary 11.32%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$140K 0.03%
+221,409
202
$89.7K 0.02%
+161
203
$70.6K 0.01%
18,410
-69,758
204
$59.4K 0.01%
674,614
205
$58.9K 0.01%
+22,902
206
$56.4K 0.01%
+15,900
207
$49.5K 0.01%
+22,800
208
$40K 0.01%
1,331,949
+12,200
209
$31.4K 0.01%
1,014,377
+5,250
210
$30.9K 0.01%
17,087
211
$28.5K 0.01%
18,000
+8,000
212
$26.3K 0.01%
+152,631
213
$26.2K 0.01%
109,265
214
$23.6K ﹤0.01%
152,079
215
$22.9K ﹤0.01%
15,000
216
$14.6K ﹤0.01%
44,338
-10,183
217
$13.6K ﹤0.01%
271,648
218
$12.4K ﹤0.01%
185,650
219
$10.6K ﹤0.01%
118,996
220
$10.2K ﹤0.01%
92,348
221
$9.45K ﹤0.01%
10,000
222
$9.05K ﹤0.01%
53,211
223
$8.09K ﹤0.01%
207,331
224
$6.75K ﹤0.01%
+13,491
225
$6.64K ﹤0.01%
161,940